DHJJ Financial Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.5K | Hold |
215
| – | – | 0.03% | 286 |
|
|
2025
Q1 | $75.5K | Hold |
215
| – | – | 0.03% | 263 |
|
|
2024
Q4 | $68K | Hold |
215
| – | – | 0.03% | 263 |
|
|
2024
Q3 | $59.1K | Hold |
215
| – | – | 0.02% | 282 |
|
|
2024
Q2 | $56.4K | Sell |
215
-6
| -3% | -$1.58K | 0.02% | 257 |
|
|
2024
Q1 | $61.7K | Hold |
221
| – | – | 0.03% | 240 |
|
|
2023
Q4 | $57.5K | Hold |
221
| – | – | 0.03% | 240 |
|
|
2023
Q3 | $50.8K | Buy |
+221
| New | +$50.8K | 0.03% | 243 |
|